DocusignDOCU

13F holders, Q1 2024 (March 31)
684holders
10famous investors
$59.53avg. 13F price*

At the end of Q1 2024, 684 institutions reported holding Docusign Inc. (DOCU) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock Inc. ($783.7M) and State Street Corp. ($276.7M). 10 famous investors held it, including Philippe Laffont (1.1% of Coatue Management's portfolio), Cliff Asness (0.4% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio).

Company
Docusign Inc.
CUSIP
256163106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 684Q1 2024Q2 2024: 667Q2 2024Q3 2024: 694Q3 2024Q4 2024: 819Q4 2024Q1 2025: 811Q1 2025Q2 2025: 782Q2 2025Q3 2025: 816Q3 2025Q4 2025: 790Q4 2025Q1 2026: 709Q1 2026Q2 2026: 674Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions82$259.7M
Exits100$223.1M

Ownership 684 holders

Vanguard Group Inc. 0.03% Add +0.0% 21,408,878 $1.3B
BlackRock Inc. 0.02% Reduce -1.1% 13,160,969 $783.7M
State Street Corp. 0.01% Add +1.8% 4,646,806 $276.7M
Coatue Management 1.06% Reduce -6.6% 4,530,928 $269.8M
Capital World Investors 0.04% Add +0.1% 4,187,356 $249.4M
Newlands Management Operations LLC 1.98% No change 4,122,708 $245.5M
American Century Companies Inc. 0.15% Reduce -0.3% 4,024,374 $239.7M
AQR Capital Management 0.39% Add +15.4% 3,853,082 $229.5M
T. Rowe Price Associates Inc. 0.03% Reduce -53.5% 3,712,259 $221.1M
Jericho Capital Asset Management L.P. 5.43% Add +316.6% 3,417,908 $203.5M
Two Sigma Advisers, LP 0.46% Reduce -19.5% 3,367,900 $200.6M
Geode Capital Management, LLC 0.02% Add +4.3% 3,297,981 $196.1M
Renaissance Technologies 0.30% Add +23.8% 3,152,900 $187.8M
D. E. Shaw & Co. 0.26% Add +84.8% 3,146,171 $187.4M
Norges Bank 0.03% Add +38.0% 3,105,875 $185.0M
Clearbridge Investments, LLC 0.13% Add +6.1% 2,805,226 $167.1M
Capital International Investors 0.03% Add +0.1% 2,735,406 $162.9M
Morgan Stanley 0.01% Reduce -42.4% 2,727,391 $162.4M
Citadel Advisors 0.16% Add +244.0% 2,716,996 $161.8M
First Trust Advisors LP 0.14% Add +13.6% 2,331,186 $138.8M
Pacer Advisors, Inc. 0.28% Add +158405.9% 1,978,153 $117.8M
Qube Research & Technologies Ltd 0.18% Add +81.3% 1,670,074 $99.5M
Jupiter Asset Management Ltd. 0.95% Add +14.5% 1,656,794 $98.7M
Two Sigma Investments, LP 0.23% Reduce -46.1% 1,541,033 $91.8M
FMR LLC 0.01% Add +11.0% 1,495,678 $89.1M
Bank of America Corp. 0.01% Add +54.9% 1,305,591 $77.7M
Charles Schwab Investment Management Inc. 0.02% Add +2.5% 1,291,750 $76.9M
Susquehanna International Group, LLP 0.12% Add +287.1% 1,289,477 $76.8M
Northern Trust Corp. 0.01% Reduce -1.1% 1,157,684 $68.9M
Jacobs Levy Equity Management, Inc. 0.31% Add +33.0% 1,148,279 $68.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -10.1% 1,142,196 $68.0M
Goldman Sachs Group Inc. 0.01% Reduce -42.7% 1,131,549 $67.4M
Bank of New York Mellon Corp 0.01% Reduce -0.2% 1,071,841 $63.8M
Royal Bank of Canada 0.02% Add +135.2% 1,041,004 $62.0M
Robeco Institutional Asset Management B.V. 0.13% Add +31.0% 1,022,231 $60.9M
Jane Street Group, LLC 0.07% Add +8.1% 965,736 $57.5M
Legal & General Group Plc 0.02% Reduce -6.8% 950,399 $56.6M
JPMorgan Chase & Co. 0.01% Reduce -60.0% 941,433 $56.1M
Point72 Asset Management 0.16% New 891,094 $53.1M
Canada Pension Plan Investment Board 0.05% Add +54.9% 864,100 $51.5M
Laurion Capital Management LP 1.41% New 848,659 $50.5M
Capital Fund Management S.A. 0.61% Add +111.6% 844,723 $50.3M
Armistice Capital, LLC 1.28% Add +41.5% 803,675 $47.9M
Panagora Asset Management Inc. 0.25% Add +237.8% 803,669 $47.9M
Amundi 0.02% Add +3.5% 781,636 $44.6M
Millennium Management 0.04% Reduce -28.4% 742,401 $44.2M
Select Equity Group, L.P. 0.15% Reduce -42.3% 690,262 $41.1M
Glenmede Trust Co. NA 0.20% Add +2.9% 673,744 $40.1M
ThornTree Capital Partners LP 6.71% Add +143.9% 667,789 $39.8M
Schroder Investment Management Group 0.05% Add +351.0% 667,128 $39.7M
Swiss National Bank 0.03% Reduce -3.9% 610,800 $36.4M
Man Group plc 0.09% Reduce -20.4% 574,745 $34.2M
Deutsche Bank AG 0.02% Add +42.9% 566,893 $33.8M
Invesco Ltd. 0.01% Add +2.9% 557,766 $33.2M
Maplelane Capital, LLC 2.23% New 555,000 $33.1M
Dimensional Fund Advisors LP 0.01% Add +19.0% 535,595 $31.9M
Connor, Clark & Lunn Investment Management Ltd. 0.14% Reduce -7.3% 530,169 $31.6M
Los Angeles Capital Management LLC 0.10% Reduce -8.4% 505,395 $30.1M
UBS Group AG 0.01% Add +32.1% 504,566 $30.0M
Assenagon Asset Management S.A. 0.08% Add +956.3% 495,126 $29.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.7% 473,219 $28.2M
Bank of Montreal 0.01% Add +96.6% 447,267 $26.7M
Danske Bank A/S 0.08% — 446,490 $26.6M
Nordea Investment Management AB 0.03% Reduce -8.3% 437,210 $26.1M
Wells Fargo & Company 0.01% Reduce -17.4% 427,364 $25.4M
Rockefeller Capital Management L.P. 0.07% Add +54.5% 422,867 $25.2M
Korea Investment CORP 0.06% Add +18.1% 412,932 $24.6M
Citigroup Inc. 0.03% Add +54.0% 404,189 $24.1M
Credit Suisse AG/ 0.02% Add +5.7% 403,009 $24.0M
Nuveen Asset Management, LLC 0.01% Reduce -1.5% 399,722 $23.8M
Bridgewater Associates 0.12% Add +204.3% 397,932 $23.7M
KBC Group NV 0.07% Reduce -46.6% 394,826 $23.5M
Andra AP-fonden 0.41% New 389,200 $23.2M
Blair William & Co. 0.07% Reduce -16.1% 381,103 $22.7M
Franklin Resources Inc. 0.01% Add +767.7% 375,934 $22.4M
Primecap Management Co. 0.02% New 369,750 $22.0M
California Public Employees Retirement System 0.01% Reduce -1.1% 349,658 $20.8M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +757.7% 344,580 $20.5M
HSBC Holdings PLC 0.01% Add +58.6% 336,613 $20.0M
Cubist Systematic Strategies, LLC 0.21% Add +161.1% 310,711 $18.5M
California State Teachers Retirement System 0.02% Reduce -0.7% 303,015 $18.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.53% Reduce -0.6% 289,758 $17.3M
Balyasny Asset Management L.P. 0.05% Reduce -18.8% 287,172 $17.1M
Aviva PLC 0.06% Add +6.8% 274,590 $16.4M
Rhumbline Advisers 0.02% Reduce -0.1% 274,068 $16.3M
Squarepoint Ops LLC 0.07% Reduce -75.7% 267,248 $15.9M
Evergreen Capital Management LLC 0.59% Reduce -0.2% 262,871 $15.7M
Pinebridge Investments, L.P. 0.11% Reduce -5.5% 238,497 $14.2M
Victory Capital Management Inc. 0.01% Add +70.0% 236,719 $14.1M
Trexquant Investment LP 0.28% Reduce -51.0% 236,012 $14.1M
Susquehanna Portfolio Strategies, LLC 0.32% No change 232,773 $13.9M
Cat Rock Capital Management LP 1.58% No change 231,000 $13.8M
Barclays PLC 0.01% Reduce -46.2% 228,273 $13.6M
Frontier Capital Management Co. LLC 0.13% Add +618.3% 224,648 $13.4M
Russell Investments Group, Ltd. 0.02% Add +24.8% 224,433 $13.4M
Alliancebernstein L.P. 0.00% Add +34.2% 218,081 $13.0M
Acadian Asset Management LLC 0.05% Add +848.0% 217,702 $13.0M
Ardmore Road Asset Management LP 2.20% Add +5.0% 210,000 $12.5M
State Board of Administration of Florida Retirement System 0.03% Reduce -2.9% 211,921 $12.4M
Schonfeld Strategic Advisors LLC 0.10% Add +1632.0% 203,093 $12.1M
APG Asset Management N.V. 0.02% Add +40.9% 213,944 $11.8M
Burney Co./ 0.43% Add +178.1% 188,241 $11.2M
CANADA LIFE ASSURANCE Co 0.02% Reduce -39.6% 181,221 $10.8M
Carlson Capital, L.P. 0.88% New 181,100 $10.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -0.4% 180,763 $10.7M
Tudor Investment Corporation 0.13% Add +80.4% 176,295 $10.5M
Achmea Investment Management B.V. 0.20% Add +12.6% 175,810 $10.5M
Brevan Howard Capital Management LP 0.99% Add +1560.8% 175,286 $10.4M
Raymond James & Associates 0.01% Reduce -5.5% 174,404 $10.4M
Readystate Asset Management LP 0.52% New 160,900 $9.6M
Intech Investment Management LLC 0.13% Add +393.7% 160,204 $9.5M
Osaic Holdings, Inc. 0.02% Add +3.6% 157,605 $9.4M
Ameriprise Financial Inc. 0.00% Reduce -26.8% 156,329 $9.3M
Potrero Capital Research LLC 5.59% Add +202.3% 151,150 $9.0M
BNP Paribas Financial Markets 0.01% Add +5.8% 150,975 $9.0M
LPL Financial LLC 0.00% Reduce -7.3% 147,360 $8.8M
Retirement Systems of Alabama 0.03% New 146,095 $8.7M
Raymond James Financial Services Advisors, Inc. 0.01% Add +3.3% 138,741 $8.3M
Railway Pension Investments Ltd 0.08% No change 137,946 $8.2M
LMR Partners LLP 0.29% Add +227.9% 137,508 $8.2M
Nomura Asset Management Co. Ltd. 0.03% Reduce -4.8% 134,810 $8.0M
Voya Investment Management LLC 0.01% Add +15.5% 133,014 $7.9M
New York State Common Retirement Fund 0.01% Reduce -11.5% 132,252 $7.9M
Pathstone Holdings, LLC 0.04% Add +0.8% 131,493 $7.8M
Natixis 0.04% Reduce -40.0% 131,404 $7.8M
Lazard Asset Management LLC 0.01% Add +1075.6% 127,247 $7.6M
Swedbank AB 0.01% Reduce -0.1% 126,288 $7.5M
Quantinno Capital Management LP 0.16% Add +6.5% 124,540 $7.4M
Melqart Asset Management (UK) Ltd 0.54% Reduce -68.5% 121,305 $7.2M
State of New Jersey Common Pension Fund D 0.02% No change 120,990 $7.2M
Stifel Financial Corp. 0.01% Add +43.1% 119,489 $7.1M
Mediolanum International Funds Ltd 0.12% — 119,845 $7.1M
Federated Hermes, Inc. 0.02% Reduce -17.6% 118,059 $7.0M
Macquarie Group Ltd. 0.01% Reduce -39.3% 117,512 $7.0M
Ensign Peak Advisors, Inc 0.01% Add +16.5% 116,422 $6.9M
SG Americas Securities, LLC 0.04% Add +47.0% 115,277 $6.9M
Shearwater Capital LLC 5.02% No change 114,428 $6.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.24% New 113,203 $6.7M
AXA S.A. 0.02% Add +0.0% 112,202 $6.7M
State of Wisconsin Investment Board 0.02% Add +3.5% 108,698 $6.5M
Vinva Investment Management Ltd 0.36% Add +1097.1% 104,259 $6.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +22.8% 103,048 $6.1M
Syon Capital LLC 0.56% Reduce -0.1% 99,900 $5.9M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -87.9% 97,052 $5.8M
Gotham Asset Management 0.09% Reduce -19.4% 95,858 $5.7M
Walleye Capital LLC 0.07% Reduce -70.3% 95,585 $5.7M
Pearl River Capital, LLC 0.88% Add +28.9% 93,937 $5.6M
Greenwich Wealth Management LLC 0.44% Add +0.5% 93,235 $5.6M
Point72 Hong Kong Ltd 0.28% Add +214.4% 93,070 $5.5M
Concentric Capital Strategies, LP 0.35% Add +6.4% 91,651 $5.5M
Treasurer of the State of North Carolina 0.02% Add +0.7% 90,348 $5.4M
Envestnet Asset Management Inc. 0.00% Reduce -4.4% 88,439 $5.3M
Pictet Asset Management Holding SA 0.01% Add +2.0% 86,014 $5.1M
Level Four Advisory Services, LLC 0.27% Add +7.3% 84,061 $5.0M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -11.7% 82,400 $4.9M
Transcend Capital Advisors, LLC 0.39% Reduce -0.0% 81,517 $4.9M
Engineers Gate Manager LP 0.13% Add +50.4% 80,946 $4.8M
GTS Securities LLC 0.13% Reduce -62.1% 80,581 $4.8M
Commonwealth Equity Services, LLC 0.01% Reduce -9.2% 80,194 $4.8M
Swiss Life Asset Management Ltd 0.07% Add +982.4% 80,003 $4.8M
Gerber Kawasaki Wealth & Investment Management 0.25% Reduce -5.6% 79,177 $4.7M
Capital International, Inc. 0.06% No change 77,994 $4.6M
Public Employees Retirement System of Ohio 0.02% Reduce -8.6% 77,426 $4.6M
Royal London Asset Management Ltd. 0.01% Reduce -1.1% 77,413 $4.6M
Asset Management One Co., Ltd. 0.02% Add +2.2% 77,093 $4.6M
Gilman Hill Asset Management, LLC 0.81% Add +0.9% 75,726 $4.5M
Aberdeen Group plc 0.01% Add +1.5% 75,316 $4.5M
Caisse de depot et placement du Quebec 0.01% New 74,456 $4.4M
Allianz Asset Management GmbH 0.01% Reduce -73.2% 71,990 $4.3M
Prudential Financial Inc. 0.01% Reduce -23.8% 70,269 $4.2M
Verition Fund Management LLC 0.04% Add +329.8% 69,290 $4.1M
Resona Asset Management Co.,Ltd. 0.02% — 68,954 $4.1M
Handelsbanken Fonder AB 0.02% Add +91.4% 68,700 $4.1M
Ceera Investments, LLC 1.76% Add +10.7% 67,573 $4.0M
Parallax Volatility Advisers, L.P. 0.13% Reduce -16.7% 66,818 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +74.6% 65,857 $3.9M
Zacks Investment Management 0.04% Reduce -34.2% 64,832 $3.9M
Cerity Partners LLC 0.01% Add +258.6% 64,482 $3.8M
Contrarius Investment Management Ltd 0.22% Reduce -94.5% 63,484 $3.8M
Oak Family Advisors, LLC 1.44% Add +26.8% 63,023 $3.8M
QVIDTVM Management LLC 3.01% Reduce -57.5% 62,799 $3.7M
Selective Wealth Management, Inc. 1.62% Reduce -6.9% 62,880 $3.7M
Vontobel Holding Ltd. 0.03% Add +222.7% 61,098 $3.6M
Firsthand Capital Management, Inc. 5.83% No change 60,000 $3.6M
HighTower Advisors, LLC 0.01% Add +27.6% 59,137 $3.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +336.7% 57,812 $3.4M
Bayesian Capital Management, LP 0.33% Add +857.6% 57,617 $3.4M
Advisory Services Network, LLC 0.07% Add +77.8% 56,494 $3.4M
Arizona State Retirement System 0.02% Add +0.4% 56,092 $3.3M
PEAK6 Investments LLC 0.16% Add +325.3% 55,915 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.4% 55,709 $3.3M
Savant Capital, LLC 0.04% New 55,653 $3.3M
Mackenzie Financial Corp. 0.00% Reduce -40.3% 54,889 $3.3M
ClariVest Asset Management LLC 0.33% Reduce -53.7% 53,320 $3.2M
Harel Insurance Investments & Financial Services Ltd. 0.06% Add +35.8% 52,998 $3.2M
Quadrature Capital Ltd 0.05% New 51,552 $3.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -51.5% 51,532 $3.1M
Manufacturers Life Insurance Company, The 0.00% Add +29.6% 50,632 $3.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +7.0% 50,100 $3.0M
Versor Investments LP 0.60% Add +33.1% 49,990 $3.0M
Teacher Retirement System of Texas 0.02% Add +433.1% 49,570 $3.0M
Graham Capital Management, L.P. 0.15% Add +85.1% 48,292 $2.9M
Gsa Capital Partners LLP 0.23% Add +274.0% 48,223 $2.9M
Westbourne Investment Advisors, Inc. 1.05% Add +12.3% 47,862 $2.9M
Neuberger Berman Group LLC 0.00% Reduce -1.2% 46,170 $2.7M
CTC LLC 0.05% Add +20.4% 45,866 $2.7M
Cetera Investment Advisers 0.01% Add +455.7% 45,709 $2.7M
ING Groep NV 0.02% New 45,401 $2.7M
Worldquant Millennium Advisors LLC 0.03% Reduce -92.7% 45,241 $2.7M
Chartwell Investment Partners, LLC 0.09% No change 43,735 $2.6M
Rafferty Asset Management, LLC 0.01% Reduce -12.7% 43,541 $2.6M
Forsta Ap-Fonden 0.02% Reduce -65.0% 43,300 $2.6M
Rathbones Group PLC 0.01% Add +8.4% 42,149 $2.5M
Illinois Municipal Retirement Fund 0.04% Add +154.2% 41,365 $2.5M
Van Eck Associates Corp. 0.00% Add +30.7% 41,129 $2.4M
Empowered Funds, LLC 0.04% Add +5.7% 40,924 $2.4M
Storebrand Asset Management As 0.01% Reduce -8.5% 40,455 $2.4M
Banque Cantonale Vaudoise 0.09% Add +391.1% 40,233 $2.4M
IFM Investors Pty Ltd 0.03% Add +18.7% 40,191 $2.4M
National Philanthropic Trust 0.05% No change 40,021 $2.4M
Centiva Capital, LP 0.14% Add +120.5% 39,670 $2.4M
Waverly Advisors, LLC 0.05% Reduce -3.1% 38,649 $2.3M
Regions Financial Corp. 0.02% Add +4.6% 37,951 $2.3M
Executive Wealth Management, LLC 0.20% Reduce -13.9% 38,737 $2.3M
Crestline Management, L.P. 0.21% New 37,775 $2.2M
Sage Rhino Capital LLC 0.51% No change 36,472 $2.2M
PGGM Investments 0.03% Add +682.0% 36,433 $2.2M
Teza Capital Management LLC 0.28% Reduce -63.3% 35,957 $2.1M
Dark Forest Capital Management LP 0.36% Reduce -33.1% 35,809 $2.1M
Xponance LLC 0.02% Add +31.0% 35,397 $2.1M
Tredje AP-fonden 0.02% Add +5.3% 35,171 $2.1M
Nissay Asset Management Corp. /Japan 0.01% Add +0.6% 35,162 $2.1M
Utah Retirement Systems 0.02% Reduce -0.3% 34,887 $2.1M
Westpac Banking Corp. 0.16% Add +7.1% 34,844 $2.1M
Perpetual Ltd 0.02% Add +7.1% 34,844 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -6.6% 34,042 $2.0M
Lecap Asset Management Ltd. 0.41% New 33,054 $2.0M
Y-Intercept (Hong Kong) Ltd 0.14% Reduce -28.2% 31,960 $1.9M
Caption Management, LLC 0.21% New 31,800 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +24.1% 31,771 $1.9M
WINTON GROUP Ltd 0.13% Add +534.2% 31,306 $1.9M
Meridian Investment Counsel Inc. 0.61% Reduce -3.3% 30,950 $1.8M
DekaBank Deutsche Girozentrale 0.00% Reduce -3.4% 30,691 $1.8M
DNB Asset Management AS 0.01% Reduce -11.9% 28,932 $1.7M
Comerica Bank 0.01% Add +228.8% 28,901 $1.7M
Abacus FCF Advisors LLC 0.42% Reduce -20.7% 28,290 $1.7M
Destiny Capital Corp 1.17% No change 28,243 $1.7M
Cresset Asset Management, LLC 0.01% Add +19.6% 27,215 $1.6M
Private Advisor Group, LLC 0.01% Add +4.1% 27,197 $1.6M
River Global Investors LLP 0.41% Reduce -6.0% 27,184 $1.6M
Canton Hathaway, LLC 0.43% New 26,855 $1.6M
Sherbrooke Park Advisers LLC 0.31% Add +425.9% 26,654 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -8.2% 25,751 $1.5M
Ameritas Advisory Services, LLC 0.06% Add +12.0% 25,731 $1.5M
Titleist Asset Management, LLC 0.27% Add +2.9% 25,403 $1.5M
Cwm, LLC 0.01% Add +29.4% 25,141 $1.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +4.1% 24,331 $1.4M
Corient Private Wealth LP 0.00% Add +84.9% 24,299 $1.4M
Coronation Fund Managers Ltd. 0.04% Reduce -55.7% 23,202 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -17.9% 22,871 $1.4M
New York Life Investment Management LLC 0.01% Reduce -2.8% 22,866 $1.4M
Dakota Wealth Management 0.03% New 22,841 $1.4M
Wolverine Trading, LLC 0.01% Reduce -13.8% 22,794 $1.4M
Profund Advisors LLC 0.05% Add +4.1% 22,764 $1.4M
Capstone Investment Advisors, LLC 0.05% Add +48.2% 22,531 $1.3M
Public Employees Retirement Association of Colorado 0.01% Reduce -5.0% 21,878 $1.3M
Plato Investment Management Ltd 0.13% Add +1113.7% 21,858 $1.3M
Strategic Global Advisors, LLC 0.27% Reduce -2.8% 21,149 $1.3M
Credit Agricole S A 0.02% Reduce -0.3% 21,708 $1.2M
Toronto Dominion Bank 0.00% Reduce -25.3% 20,527 $1.2M
Mariner, LLC 0.00% Reduce -1.8% 20,417 $1.2M
Principal Financial Group Inc. 0.00% Reduce -2.8% 20,317 $1.2M
Audent Global Asset Management, LLC 1.23% New 20,182 $1.2M
Polianta Ltd 0.57% New 19,800 $1.2M
Washington Trust Advisors, Inc. 0.11% Reduce -1.3% 19,504 $1.2M
Y.D. More Investments Ltd 0.21% Add +20.2% 19,446 $1.2M
Mitchell & Pahl Private Wealth, LLC 0.61% Add +9.1% 19,435 $1.2M
Sei Investments Co. 0.00% Reduce -70.2% 19,200 $1.1M
Lyell Wealth Management, LP 0.11% Reduce -0.6% 18,681 $1.1M
Wellington Management Group LLP 0.00% Add +96.2% 18,664 $1.1M
Elo Mutual Pension Insurance Co 0.03% Add +5.0% 18,634 $1.1M
New York State Teachers Retirement System 0.00% Add +1.0% 18,469 $1.1M
Degroof Petercam Asset Management 0.01% Add +12.6% 17,910 $1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 17,727 $1.1M
Virtus Investment Advisers, LLC 0.77% Add +45.5% 17,670 $1.1M
Investment Management Corp of Ontario 0.03% Add +269.8% 17,575 $1.0M
Acorn Financial Advisory Services Inc. 0.20% Reduce -4.0% 17,509 $1.0M
Janus Henderson Group PLC 0.00% Add +0.0% 17,256 $1.0M
Freestone Capital Holdings, LLC 0.04% Reduce -19.9% 17,012 $1.0M
Gulf International Bank (UK) Ltd 0.03% No change 16,939 $1.0M
Resonant Capital Advisors, LLC 0.09% Reduce -2.8% 16,818 $1.0M
TD Asset Management Inc 0.00% Reduce -5.1% 16,574 $987K
Ieq Capital, LLC 0.01% Reduce -4.1% 16,467 $981K
Summit Global Investments 0.07% Add +269.7% 16,372 $975K
Mercer Global Advisors Inc. 0.00% Add +5.5% 16,227 $966K
Avantax Advisory Services, Inc. 0.01% Add +7.1% 16,173 $963K
Campbell & CO Investment Adviser LLC 0.08% Reduce -19.3% 16,066 $957K
Sirios Capital Management L P 0.18% New 15,867 $945K
Daiwa Securities Group Inc. 0.01% Add +5.4% 15,672 $933K
Baader Bank Aktiengesellschaft 0.08% Reduce -2.8% 15,500 $923K
U.S. Capital Wealth Advisors, LLC 0.04% Add +14.0% 15,453 $920K
Eagle Harbor Asset Management Inc. 0.97% Add +15.4% 15,239 $907K
Tidal Investments LLC 0.02% Reduce -9.1% 15,057 $897K
Maryland State Retirement & Pension System 0.02% No change 15,624 $896K
National Bank of Canada 0.00% Reduce -91.3% 15,198 $881K
PFG Investments, LLC 0.05% New 14,619 $871K
Kestra Advisory Services, LLC 0.01% Add +28.3% 14,279 $850K
Amalgamated Bank 0.01% Reduce -40.5% 13,818 $823K
Parkwood LLC 0.09% Add +130.3% 13,793 $821K
MAI Capital Management 0.01% Reduce -0.1% 13,781 $821K
Boston Partners 0.00% Reduce -23.9% 13,708 $816K
Brighton Jones LLC 0.03% Add +20.3% 13,503 $804K
Green Alpha Advisors, LLC 0.58% Reduce -0.4% 13,483 $803K
Tairen Capital Ltd 0.05% New 12,900 $768K
Merit Financial Group, LLC 0.02% Add +10.3% 12,584 $753K
Bokf, NA 0.01% Reduce -0.8% 12,827 $747K
Patten & Patten Inc. 0.05% Reduce -19.7% 12,535 $746K
Creative Planning 0.00% Add +0.4% 12,530 $746K
Meeder Asset Management Inc. 0.05% Reduce -54.7% 12,337 $735K
MetLife Investment Management, LLC 0.00% Add +0.3% 12,303 $733K
Summit Trail Advisors, LLC 0.02% Add +8.2% 12,291 $732K
Atria Wealth Solutions, Inc. 0.01% Add +27.1% 12,096 $720K
Sumitomo Mitsui Financial Group, Inc. 0.02% No change 11,884 $708K
Inspire Advisors, LLC 0.10% Add +56.8% 11,830 $704K
Marex Group Ltd 0.02% Add +22.0% 11,467 $683K
Landscape Capital Management, L.L.C. 0.06% Reduce -7.8% 11,406 $679K
Linden Thomas Advisory Services, LLC 0.11% Add +1.9% 11,394 $679K
SeaCrest Wealth Management, LLC 0.08% Add +2.2% 11,327 $675K
Diversified Trust Co. 0.02% Add +80.2% 11,154 $664K
M&T Bank Corp 0.00% Add +0.3% 11,151 $664K
Financial Advocates Investment Management 0.04% Reduce -6.2% 11,110 $662K
Guggenheim Capital LLC 0.00% Add +6.0% 11,005 $655K
DAVENPORT & Co LLC 0.00% Reduce -2.8% 10,996 $655K
Hilltop Holdings Inc. 0.07% Reduce -25.6% 10,873 $647K
Prairie Wealth Advisors, Inc. 0.30% — 10,823 $645K
NewEdge Advisors, LLC 0.01% Add +98.7% 10,659 $635K
Kerrisdale Advisers, LLC 0.20% New 10,655 $635K
NewEdge Wealth, LLC 0.01% Reduce -4.2% 10,752 $632K
Aspiriant, LLC 0.03% Add +0.0% 10,550 $628K
Hillsdale Investment Management Inc. 0.05% Reduce -0.9% 10,540 $628K
MUFG Securities EMEA plc 0.06% No change 10,456 $623K
Aerodigm Wealth, LLC 0.25% New 10,399 $619K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +6.7% 10,372 $618K
Simplicity Wealth,LLC 0.01% New 10,137 $604K
D.A. Davidson & Co. 0.01% Add +0.2% 10,085 $601K
Venturi Wealth Management, LLC 0.04% Add +0.8% 10,014 $596K
Quattro Financial Advisors LLC 0.17% Add +16849.2% 10,000 $596K
Texas Capital Bank Wealth Management Services Inc 0.07% New 10,000 $596K
Independent Financial Group, LLC 0.03% Reduce -11.5% 9,971 $594K
Steward Partners Investment Advisory, LLC 0.01% Add +26.0% 9,834 $586K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -0.8% 13,892 $583K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -8.4% 9,794 $583K
Intellectus Partners, LLC 0.15% Reduce -14.1% 9,726 $579K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -94.8% 9,688 $577K
Federation des caisses Desjardins du Quebec 0.00% Add +6.6% 9,678 $576K
Quantbot Technologies LP 0.03% New 9,595 $571K
Flagship Harbor Advisors, LLC 0.04% Reduce -2.1% 9,585 $571K
Ridgewood Investments LLC 0.30% Reduce -19.1% 9,538 $568K
iA Global Asset Management Inc. 0.01% Add +112.1% 9,494 $565K
Pallas Capital Advisors LLC 0.02% New 9,462 $563K
Leonteq Securities AG 0.08% Reduce -67.0% 9,430 $562K
Independent Advisor Alliance 0.02% Reduce -25.8% 9,250 $551K
E. Ohman J:or Asset Management AB 0.01% No change 9,200 $548K
RMR Wealth Builders 0.07% Reduce -0.8% 9,175 $546K
Commerce Bank 0.00% Reduce -0.3% 9,170 $546K
Bollard Group LLC 0.02% No change 9,053 $539K
Left Brain Wealth Management, LLC 0.26% Reduce -8.9% 9,049 $539K
Wealth Management Associates, Inc. 0.25% Add +23.4% 9,875 $528K
Qsemble Capital Management, LP 0.11% New 8,611 $513K
Gilbert & Cook, Inc. 0.07% Add +0.9% 8,575 $511K
State of Alaska, Department of Revenue 0.01% Reduce -25.2% 8,515 $507K
Kovack Advisors, Inc. 0.06% Reduce -3.5% 8,442 $503K
Rehmann Capital Advisory Group 0.04% Add +34.0% 8,387 $499K
Garde Capital, Inc. 0.03% Add +0.2% 8,386 $499K
Cibc World Markets Corp. 0.00% Add +47.5% 8,349 $497K
BNP Paribas 0.02% — 8,300 $495K
Unique Wealth Strategies, LLC 0.24% New 8,299 $494K
Mission Creek Capital Partners, Inc. 0.13% New 8,086 $482K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -7.3% 8,060 $480K
Martingale Asset Management L P 0.01% New 8,042 $479K
Rodgers Brothers Inc. 0.07% Add +1.6% 8,040 $479K
MML Investors Services, LLC 0.00% Reduce -15.7% 8,006 $477K
Telos Capital Management, Inc. 0.05% Reduce -17.3% 7,997 $476K
Centaurus Financial, Inc. 0.03% Reduce -8.4% 7,965 $474K
J.W. Cole Advisors, Inc. 0.02% New 7,791 $464K
Truist Financial Corp. 0.00% Reduce -13.8% 7,739 $461K
Marshall Wace, LLP 0.00% Reduce -98.3% 7,700 $459K
Meiji Yasuda Life Insurance Co 0.01% Reduce -12.8% 7,596 $452K
International Assets Investment Management, LLC 0.05% Reduce -12.0% 7,729 $450K
Alberta Investment Management Corp 0.00% No change 7,400 $441K
Eisler Capital (UK) Ltd. 0.05% Reduce -67.7% 7,344 $437K
DC Investments Management, LLC 0.37% No change 7,279 $433K
Convergence Investment Partners, LLC 0.16% New 7,187 $428K
O'shaughnessy Asset Management, LLC 0.00% Add +9.0% 7,165 $427K
Bennett Selby Investments LP 0.20% Reduce -5.9% 7,153 $426K
Essex LLC 0.10% Reduce -3.0% 7,130 $425K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +1.5% 7,077 $421K
CenterStar Asset Management, LLC 0.86% New 6,959 $415K
Ostrum Asset Management 0.03% Add +228.3% 6,946 $414K
Machina Capital S.A.S. 0.22% Add +17.1% 6,928 $413K
Jackson Creek Investment Advisors LLC 0.14% Reduce -2.7% 6,699 $399K
Axxcess Wealth Management, LLC 0.01% New 6,700 $399K
Pinnacle Associates Ltd. 0.01% Reduce -12.3% 6,639 $395K
Comprehensive Financial Management LLC 0.01% No change 6,593 $393K
CIBC Asset Management Inc 0.00% Add +0.2% 6,541 $390K
Exchange Traded Concepts, LLC 0.01% Reduce -10.0% 6,534 $389K
Gries Financial LLC 0.06% Add +8.2% 6,501 $387K
Clear Creek Financial Management, LLC 0.05% New 6,476 $386K
Hohimer Wealth Management, LLC 0.09% New 6,452 $384K
Prime Capital Investment Advisors, LLC 0.01% Reduce -43.7% 6,261 $373K
Kestra Private Wealth Services, LLC 0.01% Reduce -12.8% 6,234 $371K
Parallel Advisors, LLC 0.01% Reduce -1.2% 6,097 $363K
Asahi Life Asset Management Co., LTD. 0.21% Add +14.9% 5,940 $354K
Citizens Financial Group Inc. 0.01% New 5,851 $348K
Beacon Pointe Advisors, LLC 0.00% Reduce -3.3% 5,846 $348K
Prosperity Wealth Management, Inc. 0.16% Add +20.6% 5,770 $344K
FinTrust Capital Advisors, LLC 0.07% Reduce -6.6% 5,746 $342K
Western Wealth Management, LLC 0.03% Reduce -0.9% 5,745 $342K
Pzena Investment Management LLC 0.00% New 5,573 $332K
Capital Group Investment Management Pte. LTD. 0.06% Reduce -81.3% 5,567 $332K
PNC Financial Services Group, Inc. 0.00% Add +17.9% 5,559 $331K
Bristlecone Advisors, LLC 0.03% Reduce -4.9% 5,557 $331K
Captrust Financial Advisors 0.00% Reduce -76.5% 5,414 $322K
Americana Partners, LLC 0.03% Reduce -38.8% 5,392 $321K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 5,341 $318K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -19.3% 5,288 $315K
Moran Wealth Management, LLC 0.01% New 5,238 $312K
IPG Investment Advisors LLC 0.07% New 5,225 $311K
Weatherly Asset Management L. P. 0.03% Reduce -21.2% 5,216 $311K
Woodline Partners LP 0.00% Reduce -96.0% 5,183 $309K
Prospera Financial Services Inc 0.01% Reduce -5.5% 5,161 $307K
Relative Value Partners Group, LLC 0.02% Add +0.3% 5,021 $306K
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.0% 5,118 $305K
Palogic Value Management, L.P. 0.13% Add +6.5% 5,094 $303K
Dynamic Technology Lab Private Ltd 0.03% Reduce -93.1% 5,066 $302K
Legacy Financial Advisors, Inc. 0.05% No change 5,068 $302K
Obermeyer Wealth Partners 0.02% No change 5,000 $298K
Sigma Planning Corp 0.01% Add +12.0% 4,997 $298K
Integrated Wealth Concepts LLC 0.00% Reduce -32.0% 4,975 $296K
Legal Advantage Investments, Inc. 0.17% Reduce -1.0% 4,965 $296K
Capula Management Ltd 0.01% New 4,918 $293K
B. Metzler seel. Sohn & Co. AG 0.00% No change 4,878 $290K
Formidable Asset Management, LLC 0.05% New 4,726 $281K
CreativeOne Wealth, LLC 0.01% New 4,700 $280K
Vestcor Inc 0.01% Reduce -0.7% 4,619 $275K
Kingswood Wealth Advisors, LLC 0.03% Reduce -3.2% 4,617 $275K
Pingora Partners LLC 0.20% No change 4,600 $274K
Bank of Nova Scotia 0.00% New 4,597 $274K
Silvant Capital Management LLC 0.01% Reduce -1.0% 4,520 $269K
Crossmark Global Holdings, Inc. 0.01% New 4,509 $269K
Vident Advisory, LLC 0.01% Reduce -0.9% 4,485 $267K
Griffin Asset Management, Inc. 0.03% No change 4,450 $265K
GFG Capital, LLC 0.07% No change 4,325 $258K
Oxford Asset Management LLP 0.29% Reduce -58.2% 4,322 $257K
US Bancorp \de 0.00% Add +5.3% 4,270 $254K
Oppenheimer Asset Management Inc. 0.00% New 4,220 $251K
Brandywine Managers, LLC 0.25% No change 4,211 $251K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -10.7% 4,194 $250K
Alps Advisors Inc. 0.00% Reduce -24.7% 4,176 $249K
United Advisor Group, LLC 0.09% New 4,133 $246K
Triumph Capital Management 0.10% New 4,203 $245K
DRW Securities, LLC 0.01% New 4,100 $244K
Prelude Capital Management, LLC 0.02% Reduce -11.9% 4,078 $243K
Optimist Retirement Group LLC 0.12% New 4,028 $240K
Skylands Capital, LLC 0.03% New 4,000 $238K
DMC Group, LLC 0.20% Reduce -7.8% 3,982 $237K
Motley Fool Asset Management LLC 0.02% Add +6.0% 3,960 $236K
Sovereign Financial Group, Inc. 0.06% New 3,929 $234K
Simplex Trading, LLC 0.01% New 3,900 $232K
Loomis Sayles & Co. L P 0.00% Add +44.6% 3,876 $231K
RFG Advisory, LLC 0.01% New 3,845 $229K
Aviso Wealth Management 0.14% Reduce -3.7% 3,830 $228K
Aspen Investment Management Inc 0.12% Add +0.2% 3,809 $227K
Aquatic Capital Management LLC 0.01% Reduce -93.1% 3,800 $226K
Synergy Financial Group, LTD 0.25% Add +10.8% 3,789 $226K
United Capital Financial Advisors, LLC 0.00% New 3,785 $225K
Lincoln National Corp. 0.00% Reduce -8.3% 3,704 $221K
Cary Street Partners Investment Advisory LLC 0.01% Add +0.8% 3,690 $220K
Essex Financial Services, Inc. 0.02% New 3,604 $215K
Apollon Wealth Management, LLC 0.01% Reduce -5.0% 3,585 $213K
Wedbush Securities Inc. 0.01% Reduce -21.2% 3,577 $213K
Freedom Investment Management, Inc. 0.02% New 3,538 $211K
LaFleur & Godfrey LLC 0.03% Reduce -7.8% 3,529 $210K
Ossiam 0.00% New 3,529 $210K
Stephens Inc. 0.00% Reduce -1.5% 3,515 $209K
Burton Enright Welch 0.05% No change 3,499 $208K
Financial Partners Group, Inc 0.03% No change 3,488 $208K
IHT Wealth Management, LLC 0.01% Reduce -8.9% 3,473 $207K
Geneos Wealth Management Inc. 0.01% No change 3,444 $205K
Sunbelt Securities, Inc. 0.02% Add +20.1% 3,412 $203K
Metis Global Partners, LLC 0.01% Reduce -3.3% 3,392 $202K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +0.4% 3,386 $202K
American International Group, Inc. 0.00% Reduce -1.4% 3,374 $201K
Twin Lakes Capital Management, LLC 0.13% No change 3,274 $195K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -15.4% 3,242 $193K
Farther Finance Advisors, LLC 0.01% Reduce -1.2% 3,183 $185K
Knights of Columbus Asset Advisors LLC 0.01% No change 3,021 $180K
Truvestments Capital LLC 0.07% Reduce -51.5% 2,918 $174K
UniSuper Management Pty Ltd 0.00% Add +107.1% 2,900 $173K
Royal Fund Management, LLC 0.02% Reduce -90.4% 2,800 $167K
Allianz SE 0.00% — 2,562 $153K
Mine & Arao Wealth Creation & Management, LLC. 0.07% Reduce -21.1% 2,532 $151K
Covestor Ltd 0.09% Add +53.1% 2,334 $139K
V-Square Quantitative Management LLC 0.02% No change 2,265 $135K
CENTRAL TRUST Co 0.00% Reduce -0.7% 2,125 $127K
Impact Partnership Wealth, LLC 0.05% Add +211000.0% 2,111 $126K
Caz Investments LP 0.24% No change 2,000 $119K
Cutler Group LLC / CA 0.06% Add +900.0% 2,000 $119K
Principal Securities, Inc. 0.00% Reduce -20.2% 1,895 $113K
Rakuten Investment Management, Inc. 0.00% Add +1108.9% 1,765 $105K
Signaturefd, LLC 0.00% Add +23.3% 1,749 $104K
Shell Asset Management Co. 0.00% Reduce -9.4% 1,922 $103K
CIBC Private Wealth Group LLC 0.00% New 1,717 $100K
Allworth Financial LP 0.00% Reduce -10.5% 1,640 $98K
Jones Financial Companies LLLP 0.00% Add +64.6% 1,625 $97K
TD Waterhouse Canada Inc. 0.00% Add +402.4% 1,281 $97K
State of Wyoming 0.02% Reduce -61.0% 1,610 $96K
West Tower Group, LLC 0.27% Add +435.7% 1,500 $89K
Osterweis Capital Management Inc. 0.01% No change 1,500 $89K
Rakuten Securities, Inc. 0.04% Reduce -42.1% 1,473 $88K
C M Bidwell & Associates Ltd. 0.06% Add +102.3% 1,380 $82K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -6.8% 1,370 $82K
Spire Wealth Management 0.00% Reduce -8.6% 1,335 $79K
Harvest Fund Management Co., Ltd 0.01% New 1,249 $74K
EverSource Wealth Advisors, LLC 0.01% Reduce -54.4% 1,282 $73K
Tower Research Capital LLC (TRC) 0.00% Reduce -86.7% 1,200 $71K
Horizon Investments, LLC 0.00% Add +22.6% 1,194 $71K
Clearstead Advisors, LLC 0.00% Add +287.0% 1,165 $70K
First Pacific Financial 0.02% No change 1,092 $65K
Global Trust Asset Management, LLC 0.03% Reduce -63.6% 1,088 $65K
CoreCap Advisors, LLC 0.00% New 1,034 $62K
Huntington National Bank 0.00% Add +10.4% 1,027 $61K
Harbor Investment Advisory, LLC 0.01% No change 1,010 $60K
City State Bank 0.03% Reduce -34.5% 999 $59K
Financial Perspectives, Inc 0.02% No change 981 $58K
AlphaQuest LLC 0.01% New 950 $57K
Harbour Investments, Inc. 0.00% Reduce -9.2% 901 $54K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +2.8% 859 $51K
Hantz Financial Services, Inc. 0.00% Add +3.3% 839 $50K
NFSG Corp 0.02% Reduce -12.1% 800 $48K
CNB Bank 0.02% Reduce -23.3% 780 $46K
Groupama Asset Managment 0.00% No change 743 $44K
Whittier Trust Co. 0.00% Reduce -23.5% 715 $43K
Beacon Capital Management, LLC 0.01% No change 711 $42K
Global Retirement Partners, LLC 0.00% Add +5.0% 698 $42K
IFP Advisors, Inc 0.00% Reduce -25.5% 685 $41K
Wolff Wiese Magana LLC 0.03% No change 679 $40K
Virtus Fund Advisers, LLC 0.14% Add +16.5% 643 $38K
Register Financial Advisors LLC 0.02% New 620 $37K
Versant Capital Management, Inc 0.01% No change 590 $35K
Capital Advisors, Ltd. LLC 0.00% No change 558 $33K
Avior Wealth Management, LLC 0.00% Add +86.6% 543 $32K
Capital Analysts, LLC 0.00% No change 529 $32K
Rise Advisors, LLC 0.02% Reduce -1.0% 496 $30K
ICA Group Wealth Management, LLC 0.01% Reduce -25.2% 490 $29K
Cornerstone Planning Group LLC 0.01% Reduce -9.0% 435 $26K
Lindbrook Capital, LLC 0.00% Add +29.5% 426 $25K
Grove Bank & Trust 0.00% Reduce -0.2% 420 $25K
North Star Investment Management Corp. 0.00% No change 406 $24K
Gradient Investments LLC 0.00% Reduce -67.5% 405 $24K
CI Investments Inc. 0.00% Add +28.9% 397 $24K
Ancora Advisors LLC 0.00% No change 385 $23K
Performa Ltd (US), LLC 0.01% Reduce -10.0% 360 $21K
Tyler-Stone Wealth Management 0.01% No change 355 $21K
WR Wealth Planners, LLC 0.01% New 354 $21K
Institutional & Family Asset Management, LLC 0.00% Reduce -5.5% 341 $20K
Quent Capital, LLC 0.00% Reduce -12.6% 333 $20K
Global X Japan Co., Ltd. 0.00% Reduce -10.9% 310 $18K
Sittner & Nelson, LLC 0.01% No change 300 $18K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 300 $18K
Highlander Capital Management, LLC 0.01% New 275 $16K
Activest Wealth Management 0.01% No change 269 $16K
CarsonAllaria Wealth Management, Ltd. 0.01% Add +71.1% 255 $15K
Glen Eagle Advisors, LLC 0.00% Reduce -18.2% 252 $15K
PSI Advisors, LLC 0.01% No change 239 $14K
Bogart Wealth, LLC 0.00% Reduce -39.6% 239 $14K
Adirondack Trust Co. 0.01% No change 235 $14K
Private Trust Co. NA 0.00% Reduce -75.9% 215 $13K
Cedar Wealth Management, LLC 0.00% No change 214 $13K
CVA Family Office, LLC 0.00% No change 212 $13K
Continuum Advisory, LLC 0.00% New 217 $12K
NCP Inc. 0.01% — 200 $12K
Optimum Investment Advisors 0.01% No change 200 $12K
SRH Advisors, LLC 0.00% No change 200 $12K
Montag A & Associates Inc. 0.00% No change 200 $12K
HM Payson & Co. 0.00% No change 200 $12K
GoalVest Advisory LLC 0.00% No change 181 $11K
Main Street Group, LTD 0.01% No change 185 $11K
Fernwood Investment Management, LLC 0.00% New 170 $10K
Colonial Trust Advisors 0.00% Add +222.0% 161 $10K
NewSquare Capital LLC 0.00% No change 153 $9K
Planning Capital Management Corp 0.01% No change 150 $9K
Partnership Wealth Management, LLC 0.01% No change 150 $9K
Tradewinds Capital Management, LLC 0.00% No change 150 $9K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 144 $9K
Pacifica Partners Inc. 0.00% No change 145 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 141 $8K
IAG Wealth Partners, LLC 0.00% No change 140 $8K
Delta Asset Management LLC 0.00% No change 140 $8K
Concourse Financial Group Securities, Inc. 0.00% No change 135 $8K
Financial Management Professionals, Inc. 0.00% No change 129 $8K
Macroview Investment Management LLC 0.01% Reduce -49.4% 127 $8K
GAMMA Investing LLC 0.00% Add +19.8% 127 $8K
Larson Financial Group LLC 0.00% Reduce -51.4% 119 $7K
Salem Investment Counselors Inc. 0.00% Reduce -38.9% 118 $7K
Valley National Advisers Inc. 0.00% Add +20.4% 118 $7K
SYSTM Wealth Solutions LLC 0.00% No change 113 $7K
Tidemark, LLC 0.00% No change 111 $7K
Mendota Financial Group, LLC 0.00% No change 106 $6K
PFS Partners, LLC 0.00% No change 105 $6K
Private Wealth Management Group, LLC 0.00% No change 102 $6K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 100 $6K
Nordwand Advisors, LLC 0.00% No change 100 $6K
Addison Advisors LLC 0.00% New 100 $6K
Rothschild Investment LLC 0.00% No change 100 $6K
Parkside Financial Bank & Trust 0.00% Reduce -10.8% 91 $5K
Hollencrest Capital Management 0.00% No change 90 $5K
Tsfg, LLC 0.00% Reduce -42.5% 92 $5K
Nemes Rush Group LLC 0.00% No change 81 $5K
Quadrant Capital Group LLC 0.00% Add +305.0% 81 $5K
Crewe Advisors LLC 0.00% New 80 $5K
Arax Advisory Partners 0.00% No change 79 $5K
McIlrath & Eck, LLC 0.00% Reduce -80.0% 75 $4K
Elevation Wealth Partners, LLC 0.00% No change 72 $4K
Orion Capital Management LLC 0.00% No change 66 $4K
Fifth Third Bancorp 0.00% New 59 $4K
Abich Financial Wealth Management LLC 0.00% Add +154.6% 56 $3K
Financial Synergies Wealth Advisors, Inc. 0.00% No change 53 $3K
UMB Bank, n.a. 0.00% Reduce -5.4% 53 $3K
Westside Investment Management, Inc. 0.00% No change 52 $3K
Bell Investment Advisors, Inc 0.00% Add +23.8% 52 $3K
Bartlett & Co. Wealth Management LLC 0.00% No change 52 $3K
Creekmur Asset Management LLC 0.00% Add +1175.0% 51 $3K
Lanark Financial, Inc. 0.00% Reduce -77.7% 66 $3K
Asset Dedication, LLC 0.00% No change 53 $3K
Towne Trust Company, N.A 0.00% New 50 $3K
Bfsg, LLC 0.00% New 50 $3K
First Horizon Advisors, Inc. 0.00% Add +380.0% 48 $3K
Wetzel Investment Advisors, Inc. 0.00% No change 50 $3K
GHP Investment Advisors, Inc. 0.00% No change 44 $3K
Gleason Group, Inc. 0.00% Reduce -97.6% 44 $3K
Balefire, LLC 0.00% New 38 $2K
AlphaMark Advisors, LLC 0.00% No change 36 $2K
EntryPoint Capital, LLC 0.00% Reduce -96.0% 30 $2K
Birchbrook, Inc. 0.00% No change 25 $1K
Tucker Asset Management LLC 0.00% No change 24 $1K
AdvisorNet Financial, Inc 0.00% Reduce -78.7% 23 $1K
PayPay Securities Corp 0.06% Reduce -8.7% 21 $1K
MV Capital Management, Inc. 0.00% Add +950.0% 21 $1K
Raffa Wealth Management, LLC 0.00% No change 20 $1K
Global Wealth Strategies & Associates 0.00% Reduce -79.0% 20 $1K
Caitlin John, LLC 0.00% Add +375.0% 19 $1K
Dunhill Financial, LLC 0.00% No change 19 $1K
Solstein Capital, LLC 0.00% No change 18 $1K
Janiczek Wealth Management, LLC 0.00% No change 18 $1K
VitalStone Financial, LLC 0.00% No change 20 $1K
Avion Wealth 0.00% New 9 $1K
Trust Co. of Vermont 0.00% New 16 $953
Smartleaf Asset Management LLC 0.00% Reduce -54.8% 14 $829
Valued Wealth Advisors LLC 0.00% No change 13 $775
Mather Group, Llc. 0.00% New 13 $773
Vermillion & White Wealth Management Group, LLC 0.00% No change 12 $714
Pittenger & Anderson Inc. 0.00% No change 11 $656
St. Johns Investment Management Company, LLC 0.00% No change 10 $596
Castleview Partners, LLC 0.00% Reduce -98.7% 10 $596
Mb, Levis & Associates, LLC 0.00% No change 10 $596
REAP Financial Group, LLC 0.00% No change 10 $596
Brown Brothers Harriman & Co. 0.00% New 10 $596
MassMutual Private Wealth & Trust, FSB 0.00% Add +42.9% 10 $596
Glass Jacobson Investment Advisors llc 0.00% Add +14.3% 8 $477
Assetmark, Inc. 0.00% Add +166.7% 8 $476
Key Financial Inc 0.00% No change 7 $417
Retirement Group, LLC 0.00% No change 5 $298
SJS Investment Consulting Inc. 0.00% No change 5 $298
Sandy Spring Bank 0.00% No change 5 $298
Bear Mountain Capital, Inc. 0.00% No change 5 $290
Manchester Capital Management LLC 0.00% No change 4 $239
American Capital Advisory, LLC 0.00% No change 4 $234
True Wealth Design, LLC 0.00% Add +50.0% 3 $179
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $120
JFS Wealth Advisors, LLC 0.00% New 2 $120
St Germain D J Co. Inc. 0.00% No change 2 $119
Core Alternative Capital 0.00% Reduce -98.0% 1 $60
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $60

"% of holder's portfolio" is DOCU's weight in each manager's 13F, not the share of Docusign Inc. the manager owns.